POSArtisanDOCS

Products & catalog

Organise categories & brands

Group products by type and maker, and set automatic discounts for products in a category.

WHERE TO FIND IT

Products → Product Setup → Categories / Brands

Step by step

  1. Search existing names before adding a category or brand.

  2. Create a category and choose a parent if it belongs inside another category.

  3. Create the brand separately, then assign both values on the product.

  4. For bulk lists, use the supplied import template and review skipped rows.

  5. For a category promotion, turn On Automatic category discount, enter its value and optional date/time period, then save. The active category rule takes priority over product and store discounts.

Arrange the category tree and brands

  1. Add broad parent categories, then place narrower categories beneath them. Use the tree’s move or drag controls to change the hierarchy; check that products remain assigned correctly.
  2. Brands are separate from categories. Add the brand name and logo, then assign it on products so search, filters and online publishing can use it.

Apply an automatic discount to a category

  • Open Products → Product Setup → Categories, select a category, and turn on Automatic category discount. It is Off by default; enabling it reveals the percentage or fixed amount per unit and optional start/end date-time fields. Save the category.
  • The rule applies to products assigned directly to that category, including their variants and batches, using each store’s resolved selling price. A parent category rule does not automatically extend to products assigned to a child category.
  • An active category discount takes priority over product defaults and per-store automatic discount settings. Only one automatic rule applies: a 5% category discount replaces a 10% product discount rather than combining them or selecting the larger discount.
  • Optional date-times use each store’s local timezone. The category rule starts at the start time and stops exactly at the end time. If the category discount is off, zero, outside its period, or its category is inactive, the product/store rule applies instead.
  • Fixed amounts scale with quantity and are capped at the item’s selling amount. Additional permitted discounts apply to the remaining amount. POS, sale details and receipts show the crossed-out original price and the new item price. Revenue uses the reduced price; Discount Given and discount reports show only additional checkout discounts.

Bulk categories, brands and logos

  1. Download the category or brand template and keep parent references consistent. Map columns, inspect duplicates and missing parents, then import and check the resulting tree.
  2. For brand logos from URLs, provide accessible image links and run the fetch action. Review failures and correct the URL before retrying; export the list when you need a reference copy.

Category hierarchy and import results

  • A category filter normally includes products in its descendant categories. Choose Direct children only when you need only the immediate level of the category tree.
  • After a bulk import, review created, updated and skipped rows with their reasons. Correct invalid parents, duplicate names, tax names or unsupported colours in the file, then retry the affected rows.

Category imports and brand logos

  • Categories match existing records by name. The import can resolve a named parent appearing later in the same file; review the resulting tree, tax-rule name, active status and palette colour. Brands also match by name but have no parent hierarchy.
  • For brand image files, put the filename in the import’s logo column, then open Bulk logos and upload the matching files. Review ambiguous or unmatched names before replacement.
  • Alternatively, paste brand name and public image URL in Fetch from URLs. Brand names match case-insensitively; ambiguous matches are not guessed. Preview then fetch valid JPG, PNG or WebP HTTPS rows in batches.
  • Invalid, private-network, oversized or non-image responses are rejected without stopping valid downloads. Resume remaining rows after fixing failures. Replacing a managed logo removes its previous managed file without affecting other brands.

Tools and options

Nested categories
Organise products into categories and subcategories.
Drag-and-drop category tree
Reorder categories and move them under a different parent.
Brands & brand logos
Group items by manufacturer and maintain brand identities.
Category & brand imports
Import category trees and brands from CSV or Excel.
Bulk brand logo import
Match brand names to public image URLs and fetch logos.
Automatic category discounts
Enable a percentage or fixed amount per unit for products assigned to a category, with optional start and end date-times.

Categories list

Categories import

Fetch brand logos from URLs

A little help goes a long way.

Start with common fixes, or contact our team with your store, terminal and the issue you see.

Troubleshooting
Screen guide